Don’t wait until late in the year to plan your charitable gifts. Maximize the benefits to both the charity and you by considering contribution strategies throughout the year and implementing them well ...

It's easy to see why charitable remainder trusts, or CRTs, continue to grow in popularity. You get to eat your cake and have it, too. CRTs allow donors to sell appreciated stock without paying capital ...

Transformational multi-year commitment will enable Invest in Others to provide increased financial support to address the critical needs of nonprofits and the communities they serve nationwide The ...

"Your clients can use up to $53,000 of their IRA's Required Minimum Distributions (RMDs) to make life-income charitable gifts." Your clients can use up to $53,000 of their IRA's Required Minimum ...

Tax-advantaged charitable gifts, also known as planned gifts, offer a unique opportunity to maximize the tax code's benefits. This goes beyond the standard deduction for charitable donations. Our ...

This article highlights the importance of strategic litigation planning in charitable estate planning. Properly structuring testamentary gifts involves navigating complex rules around estate tax ...

For clients with highly appreciated assets aiming to transfer part of their holdings to an heir in a tax-efficient way while giving to a nonprofit, charitable remainder trusts could be a fit.

Beginning in 2026, non‑itemizers may claim an above‑the‑line deduction for cash charitable contributions of $2,000 for married joint filers and $1,000 for single filers. Contributions of property, ...

The One Big Beautiful Bill Act ("OBBBA") brings major changes to federal charitable deduction rules beginning January 1, 2026. These changes reduce the tax value of charitable giving for many ...

Trusts can play an important role in reducing estate taxes, but the tax benefits depend on how the trust is structured. For ...